Kovitz Investment Group Partners’s iShares Core High Dividend ETF HDV Stock Holding History

Kovitz Investment Group Partners’s Portfolio HDV Stock Details HDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-35,880	Closed	-$879K	–	820
2025 Q3	$879K	Buy	35,880 +20	+0.1%	+$483	﹤0.01%	871
2025 Q2	$840K	Buy	35,860 +20	+0.1%	+$461	﹤0.01%	845
2025 Q1	$868K	Buy	35,840 +20	+0.1%	+$467	﹤0.01%	773
2024 Q4	$804K	Buy	35,820 +340	+1%	+$7.99K	﹤0.01%	767
2024 Q3	$835K	Buy	+35,480	New	+$812K	0.01%	670

Other funds holding HDV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Kovitz Investment Group Partners's HDV Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of iShares Core High Dividend ETF (HDV) in Q4 2025, closing a stake of 35,880 shares — an estimated $879K sold.

Kovitz Investment Group Partners first reported a position in HDV in Q3 2024 and held it in 5 quarters. The position peaked at $879K in Q3 2025. 813 funds tracked by Wall St. Rank hold HDV as of Q4 2025.

Kovitz Investment Group Partners reported no remaining iShares Core High Dividend ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 35,880 iShares Core High Dividend ETF shares in Q4 2025, an estimated $879K.
Kovitz Investment Group Partners first reported a position in iShares Core High Dividend ETF in Q3 2024 and held it in 5 quarters.
Kovitz Investment Group Partners's iShares Core High Dividend ETF position peaked at $879K in Q3 2025.
813 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.